Eldridge Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Eldridge Investment Advisors’s Portfolio IBMN Stock Details IBMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,909	Closed	-$426K	–	157
2025 Q3	$426K	Sell	15,909 -1,398	-8%	-$37.4K	0.1%	120
2025 Q2	$462K	Buy	17,307 +2	+0%	+$53	0.1%	112
2025 Q1	$463K	Buy	17,305 +2	+0%	+$53	0.11%	115
2024 Q4	$461K	Buy	+17,303	New	+$460K	0.11%	110
2023 Q1	–	Sell	-7,826	Closed	-$206K	–	138
2022 Q4	$206K	Buy	+7,826	New	+$205K	0.07%	129

Other funds holding IBMN

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Eldridge Investment Advisors's IBMN Position: Q4 2025 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 15,909 shares — an estimated $426K sold.

Eldridge Investment Advisors first reported a position in IBMN in Q4 2022 and held it in 5 quarters. The position peaked at $463K in Q1 2025. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 15,909 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $426K.
Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
Eldridge Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $463K in Q1 2025.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Eldridge Investment Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.